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Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,147 | $172,111-99.3% | $150,298-99.2% | $137,256-99.2% |
| Participation rate | 72.2% | 81.7%-9.5pp | 77.8%-5.5pp | 80.0%-7.7pp |
| Annual return | 49.36% | 69.37%-20.0pp | 62.79%-13.4pp | 220.34%-171.0pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $689 | $6,166-88.8% | $5,453-87.4% | $6,407-89.2% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |